In this article we explain step by step how to fill the different fields of the posting proposal in Basecone. You can easily save a postng proposal with the supplier, so that with the next invoice from this supplier this saved posting proposal is immediately applied. This saves you a number of manual actions.

If you want to know more of the structure of the posting screen read this article.

The posting proposal

Invoice number

The invoice number is recognized from the invoice. Note: when Basecone suspects that you have posted an invoice before, a button will be shown that allows you to retrieve this suspected previous invoice and compare it to the invoice you want to post.

Amount (incl. VAT)

The total amount of the invoice, including VAT.

Currency

The currency in which the invoice was created and in which you want to post. The currency is taken from SnelStart.

Transaction date

This is the invoice date read from the invoice by Basecone.

Expiration date

Depending on the setting at the supplier level, the due date will be calculated automatically. Otherwise, a term of 30 days is used.

Invoice description

The supplier level description of the invoice, use the Add Label button here to use the default labels in this field. This will save you manual typing, you can read the available labels in this article. You can also type or copy text from the invoice into this field.

Use the button Copy to all invoice lines on the right of this field to copy the description to the posting line(s) of the invoice.

You can save this chosen description at supplier level with the posting proposal.

Credit invoice

If the invoice is a credit invoice or credit note, check on this field.

General ledger account

Choose here the ledger account from SnelStart to which you want to post the line of the invoice. You can save this chosen general ledger account with the posting proposal.

Cost center

Choose here the cost center from SnelStart to which you want to post the line of the invoice. You can save this chosen cost center with the posting proposal.

Amount (excl. VAT)

The total amount of the invoice, excluding VAT.

VAT code

The VAT code with the VAT rate that applies to the invoice. You can save this chosen VAT code with the posting proposal.

VAT amount

The calculated VAT amount based on the other amounts on the invoice and the selected VAT code. Click on the still closed lock next to the VAT amount to open it and unlock the inactive field for the calculated VAT amount, so you can manually adjust the VAT amount. With the calculator next to it you can have the VAT amount recalculated.

Description

The description of the invoice at general ledger level, use the Add Label button here to use the default labels in this field. This will save you manual typing, you can read the available labels in this article. Of course you can also type or copy text from the invoice into this field.

You can save this chosen description on general ledger level with the booking proposal.

Add a new invoice line

If you want to book multiple invoice lines, click the Add a new line button. The same number of booking lines will be added and you can now distribute the invoice to multiple booking lines.

After everything has been entered correctly, you can book the invoice. Note: by default, the posting rules are now set to be saved with the supplier, so that on the next invoice from this supplier, this proposal is immediately applied.

More information about posting invoices can be found on this page.

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